FOCKX Mutual Fund

NAV$31.65

Returns Overview

1 Month
+1.88%
3 Months
+32.96%
6 Months
+28.01%
YTD
+27.15%
1 Year
+63.36%
3 Years (annualized)
+35.61%
5 Years (annualized)
+21.53%
10 Years (annualized)
+33.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FOCKX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Nasdaq Composite Index(CCMP)
This Mutual Fund (YTD)
+27.15%
Peer Avg (YTD)
+8.97%
vs Peers
+18.18%

FOCKX Mutual Fund Performance

FOCKX performance across multiple time periods: 1-month 1.88%, YTD 27.15%, 1-year 63.36%, 3-year 35.61%, 5-year 21.53%, 10-year 33.90%.

FOCKX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

FOCKX performance comparison shows side-by-side returns with another fund. FOCKX alternatives are available in the Mutual Fund Screener.